Tandy Leather Factory, Inc (TLF) Fair Value & Analysis
Consumer Cyclical · US · Market cap $19.2M
Tandy Leather Factory, Inc
TLF · US
Fair value as of: Jul 18, 2026
From 11 valuation models · updated today
Fair value updated Jul 18, 2026, revised from $18.63 to $2.38 (−87.2%) since Jun 24, 2026. Share price +4.1% over the past month.
Price vs Fair Value (12 months)
12‑month range $1.50 – $2.49 · fair‑value band $1.66 – $3.03 · the $2.40 price screens above the $2.38 fair value. As of Jul 18, 2026.
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Tandy Leather Factory, Inc (TLF) currently trades at $2.40, while our model-based Fair Value estimate is $2.38, implying the stock looks roughly 0.8% fairly valued today. We read business quality at 63/100 (solid quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, Tandy Leather Factory, Inc generated revenue of $76.9M at a net margin of -2.9%. Revenue grew 3.2% year over year. It earns a return on equity of -4.4%. Net debt stands at $11.3M. Fundamentals as of Jul 18, 2026
Our scenario range runs from $1.66 (bear case) to $3.03 (bull case); at $2.40, the current price sits within that range. The share trades about 6% below its 52-week high and 62% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -13% fair-value upside, at -1%, TLF screens cheaper than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 18, 2026. TTM = trailing twelve months.
About the company
Tandy Leather Factory, Inc., together with its subsidiaries, retails leather and leathercraft-related items in the United States, Canada, and Spain. It offers leather, hand tools, hardware, kits, liquids, teaching materials, open workbenches, machines, and other supplies. The company manufactures leather laces, cut leather pieces, do-it-yourself kits, thread laces, belt strips and straps, and Craftaid tooling template through its stores and website, as well as direct account representative. In addition, it offers production services, including cutting, splitting, and assembly services to commercial and business customers. The company sells its products to retail customers, including hobbyists, schools, camps, other businesses, as well as military and first responders under the Tandy Leather, Eco-Flo, Craftool, CraftoolPro, Dr. Jackson's, and TandyPro brand names. The company was formerly known as The Leather Factory, Inc. and changed its name to Tandy Leather Factory, Inc. in 2005. …
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Tandy Leather Factory, Inc reported revenue of $76.3M in FY2025 versus $82.7M in FY2021, a compound −2.0%/yr. Reported net income was $9.1M in FY2025, compounding +61.0%/yr from FY2021.
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|---|---|---|---|
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.